Wealth Group LTD Schwab Strategic Tr Us Broad M Transaction History

Wealth Group LTD

$393 Billion
Q2 2025

A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Group LTD holds 137,791 shares of SCHB stock, worth $3.56 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

137,791

Previous 147,992 6.89%

Holding current value

$3.56 Million

Previous $3.19 Billion 3.05%

% of portfolio

0.84%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$19.1 - $23.83 $194,839 - $243,089	-10,201 Reduced 6.89%	137,791 $3.28 Billion
Q1 2025 Apr 10, 2025	SELL	$21.23 - $23.75 $7,112 - $7,956	-335 Reduced 0.23%	147,992 $3.19 Billion
Q4 2024 Jan 08, 2025	BUY	$22.01 - $66.82 $2.14 Million - $6.49 Million	97,065 Added 189.35%	148,327 $3.37 Billion
Q3 2024 Oct 08, 2024	SELL	$59.93 - $66.52 $13,544 - $15,033	-226 Reduced 0.44%	51,262 $3.41 Billion
Q2 2024 Jul 09, 2024	SELL	$57.57 - $63.3 $25,158 - $27,662	-437 Reduced 0.84%	51,488 $3.24 Billion
Q1 2024 May 13, 2024	SELL	$54.61 - $61.05 $5,406 - $6,043	-99 Reduced 0.19%	51,925 $3.15 Billion
Q4 2023 Feb 07, 2024	BUY	$47.61 - $55.91 $2.48 Million - $2.91 Million	52,024 New	52,024 $2.99 Billion

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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